Basic Training Workbook - LegalShield

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THE SERVICE PROPOSITION <strong>LegalShield</strong> promises its members access to quality legal services. Our membership covers everything from the trivial to the traumatic. We are an established and legitimate company with more than 40 years of experience. We deliver superior service and provide coverage for the family, finance, estate planning, traffic-related issues, IRS audit, and the home. TO PROVIDE EQUAL JUSTICE UNDER LAW • Legal Advice Unlimited issues • Letters/Calls made on your behalf • Contracts/Documents reviewed up to 10 pages • Online Legal Forms • Lawyers Prepare • Your Will • Living Will • Healthcare Power of Attorney Year 1st 2nd 3rd 4th 5th Standard Plan - $17 Pre-Trial 2.5 hours 3.0 hours 3.5 hours 4.0 hours 4.5 hours 13 16 20 BASIC TRAINING At Trial 57.5 117 176.5 236 295.5 • Traffic-Related Issues • 24/7 Emergency Access for covered situations • Trial Defense • Pre-Trial • Standard Plan: 2.5 hrs. • Expanded Plan: 17.5 hrs. • Representation at trial • IRS Audit Assistance • 25% Preferred Member Discount Expanded - $26 Pre-Trial 17.5 hours 23 hours 28.5 hours 34 hours 39.5 hours At Trial 57.5 117 176.5 236 295.5 * Trial defense hours are provided at a reduced rate in Canada, New York and Washington. Traffic-related assistance is provided in New York and Washington; however, additional fees may apply depending on the situation. Specific traffic-related benefits are not available in Canada. Specific IRS audit benefits are not available in Canada, New York and Washington. +15 +20 +25 +30 +35
THE COVERAGE Members seek advice and consultation on anything from the trivial to the traumatic. Worry Less. Live More. Up to 90% of member inquiries are covered by the plan with no additional fees. All other requests for service are entitled to a 25% discount to the law firm’s hourly rate (including pre-existing issues). SECTION 2: YOUR LEGALSHIELD MEMBERSHIP 1421
Page 1 and 2: BASIC TRAINING Participant Workbook
Page 3 and 4: TABLE OF CONTENTS NTS LEARNING OBJE
Page 5 and 6: WHY ATTEND BASIC TRAINING? The purp
Page 7 and 8: SECTION 1: WELCOME TO LEGALSHIELD
Page 9 and 10: WHAT IS YOUR WHY? In the boxes that
Page 11 and 12: THE COMPANY - YOU MADE A GREAT DECI
Page 13 and 14: NOTES SECTION 1: WELCOME TO LEGALSH
Page 15 and 16: SECTION 2: YOUR LEGALSHIELD MEMBERS
Page 17 and 18: THE REASON FOR OUR SUCCESS WE HAVE:
Page 19 and 20: 28. You are subpoenaed. 29. You are
Page 21: NOTES SECTION 2: YOUR LEGALSHIELD M
Page 25 and 26: You do NOT need to oversell the pro
Page 27 and 28: USE YOUR MEMBERSHIP • Write down
Page 29 and 30: Where will you find licensing infor
Page 31 and 32: NOTES SECTION 2: YOUR LEGALSHIELD M
Page 33 and 34: NOTES SECTION 2: YOUR LEGALSHIELD M
Page 35 and 36: SECTION 3: YOUR LEGALSHIELD COMPENS
Page 37 and 38: LEGALSHIELD COMPENSATION The LegalS
Page 39 and 40: Benefits From Selling Just One Memb
Page 41 and 42: 30 Advance from Jr. Associate to As
Page 43 and 44: Advance from Sr. Associate to Manag
Page 45 and 46: Advance from Director to Executive
Page 47 and 48: COMPENSATION EXAMPLES As a Junior A
Page 49 and 50: As a Director… Monthly Total Comm
Page 51 and 52: NOTES 34 32 SECTION 3: YOUR LEGALSH
Page 53 and 54: Performance Club Benefits • Exclu
Page 55 and 56: NOTES 34 32 SECTION 3: YOUR LEGALSH
Page 57 and 58: SECTION 4: YOUR LEGALSHIELD BUSINES
Page 59 and 60: Setting Up Your Business You are an
Page 61 and 62: Let the System Support You • DVD
Page 63 and 64: LIST OF NAMES Your list IS your bus
Page 65 and 66: Teacher Banking Preacher Military S
Page 67 and 68: 46 People in your home town Militar
Page 69 and 70: 48 THIRD PARTY TOOLS Once you have
Page 71 and 72: Edification means to speak highly o
Page 73 and 74:
Private Business Reception and Priv
Page 75 and 76:
10 Core Commitments 1. Commit to th
Page 77 and 78:
ACHIEVE YOUR DREAMS • You only ge
Page 79 and 80:
APPENDIX A LegalShield Company Info
Page 81 and 82:
3. 4. Include: • Completed Arkans
Page 83 and 84:
Illinois Licensing Process 1. 2. 3.
Page 85 and 86:
6. 7. • Uniform Application for R
Page 87 and 88:
2. Log-in to schedule your exam. 3.
Page 89 and 90:
Nebraska Licensing Process 1. 2. 3.
Page 91 and 92:
South Carolina Licensing Process 1.
Page 93 and 94:
Wisconsin Licensing Process 1. Cont
Page 95 and 96:
48 Small Business Plan - This plan
Page 97 and 98:
License Appointment Date - The date
Page 99 and 100:
RM - Regional Manager. Appointed by
Page 101 and 102:
NOTES APPENDIX B: STATE AND PROVINC
Page 103 and 104:
NOTES BASIC TRAINING 101
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Basic Training Workbook - LegalShield

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